Our 2023 portfolio started on Jan 30 with US$202,154 ($263,670), as noted in the previous issue. The Table below shows the allocation for the 10 stocks for our virtual portfolio, which we have attempted to equally allocate, using closing prices from Jan 30. Note that as per our previous portfolios, we will not account for transaction costs and exchange rate fluctuations in tracking the performance of our portfolio. Dividends and capital changes to the stocks, on the other hand, will be accounted for in tracking the performance of the portfolio.
We will have the flexibility to buy, sell, add or reduce stocks in the 2023 portfolio based on our discretion, when their investment theses have changed or they have achieved their target prices, as this would warrant a transaction in the portfolio. Readers can also follow the trackable virtual portfolio on EdgeInvest if they wish to utilise the information from our latest stock picks and portfolio changes for their own investment research, and also for transparency purposes.
See also:
See also: Retiring The Edge Singapore’s global portfolio
- Aristocrat Leisure: Gaming giant with many moats
- Avantor: Integrated biopharma vanguard
- CrowdStrike Holdings: Keeping the faith
- Denso Corp: Fast and steady
- JD Logistics: Behind every click to buy
- NCSoft Corp: Lucrative business with longevity and liquidity
- Sunny Optical Technology Group: A clear buy at current prices
- Teleperformance: Growing at above-industry average
- The Walt Disney Co: The Magic Kingdom is still Marvel-lous
- Uber Technologies: Ride-hailing pioneer is attractive
Disclaimer: This is a virtual portfolio for information purposes only and does not constitute a recommendation or solicitation or expression of views to influence readers to buy or sell stocks, including the stocks mentioned herein. This portfolio does not take into account the investor’s financial situation, investment objectives, investment horizon, risk profile, risk tolerance and preferences. Any personal investments should be done at the investor’s own discretion and/ or after consulting licensed investment professionals, at their own risk.
